The Quick, Easy Way to Make the Switch to a Better Way of Banking

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Switch Kit

The Quick, Easy Way To Make The Switch To A Better Way of Banking.

Featuring:  17,000 Fee Free ATM’s  Debit Cards  Free My CU@Home Internet Banking  Online Bill Pay  Online Check ordering through Liberty Check Printers  Interest bearing options At River Region Credit Union we’re making it easy for you to maximize your money and your time. Through your home PC, telephone, ATM’s or in the Credit Union, you will be able to do all your financial business at one time, and in less time. We’re making it easy and convenient for you to switch all your accounts to River Region Credit Union. We want to be your primary financial institution.

Each form enclosed in this booklet will assist you in making the switch. Just fill out the forms and mail them to the appropriate entities. A checklist is also included at the bottom of this page to assist you with closing your existing checking account. If you have questions, please feel free to call a River Region Credit Union Financial Services Officer.

Checking Account Information – Fill out the checking account information and give it to a Financial Services Officer.

Direct Deposit – If your employer offers Direct Deposit, simply fill out the form and take it to your payroll department.

Automatic Transfer Form – If you have money automatically withdrawn from your checking account each month (i.e. mortgage, utilities, insurance) fill out the form and mail it to those companies.

Letter of Closure – This letter will request your previous financial institution to close your existing account and transfer funds to your River Region Credit Union account. Fill out the form and mail it to your bank. Please refer to the check list before sending this letter.

Feel free to photocopy these forms if you need more.

CLOSURE CHECKLIST

Before closing your existing account, review the checklist and make sure the following have been completed:

_____ All outstanding checks have cleared your existing account

_____ All automatic withdrawals and deposits have been switched successfully to your River Region Credit Union checking account.

_____ Destroy remaining checks, and return debit cards and ATM cards.

That’s it!! You’ve successfully switched your checking account to River Region Credit Union. Now you can start taking advantage of all of the time and money saving services we have to offer. If we can assist you with future deposit or lending needs, please call a Financial Services Officer today. We want your business! DIRECT DEPOSIT FORM

______Employee Name Social Security Number

I authorize ______to automatically deposit my net wage payments each pay period to my:

_____ Checking Account: ______Routing Number: 286580917 _____ Savings Account: ______

Employee Signature ______Date ______

Complete this form and submit it to your employer’s payroll clerk. The clerk may have another employer form for you to complete. This form is intended to be an easy way to remember the account numbers you will need to start direct deposit.

DIRECT DEPOSIT FORM

______Employee Name Social Security Number

I authorize ______to automatically deposit my net wage payments each pay period to my:

Employee Signature ______Date ______

Complete this form and submit it to your employer’s payroll clerk. The clerk may have another employer form for you to complete. This form is intended to be an easy way to remember the account numbers you will need to start direct deposit. SOCIAL SECURITY/RETIREMENT/FEDERAL GOVERNMENT DIRECT DEPOSIT FORM

Employee Name ______Social Security Number ______

Address ______City/State/ZIP______

Phone Number ______Representative Payee: _____Yes No _____

Type of Benefits (Check One)

_____ Social Security _____Supplemental Security, Inc. _____ Railroad Retirement _____ Other______

Account Number for funds to be deposited:

Signature ______Date______

Give the completed form to your Credit Union Financial Services Officer. River Region Credit Union will set up your Government Direct Deposit for you. AUTOMATIC TRANSFER FORM

Member ______Customer Account # ______

Company Name ______

Mailing/Billing Address______

I have a new account number and ask that you make a note of it for my next automatic payment withdrawal.

I authorize ______to make automatic withdrawals, as per our original agreement, from the following River Region Credit Union account number.

_____ Checking Account: ______Routing Number: 286580917 Amount: ______Withdrawal Date: ______

Member’s Signature ______Date ______

Remember to verify with the company if a voided check or deposit slip is needed.

AUTOMATIC TRANSFER FORM

Name ______Customer Account # ______

Company Name ______

Mailing/Billing Address______

I have a new account number and ask that you make a note of it for my next automatic payment withdrawal.

I authorize ______to make automatic withdrawals, as per our original agreement, from the following River Region Credit Union account number.

_____ Checking Account: ______Routing Number 286580917 Amount: ______Withdrawal Date: ______

Member’s Signature ______Date ______

Remember to verify with the company if a voided check or deposit slip is needed. Bank Name ______

Attention ______

Address ______

City, State, ZIP ______

To Whom It May Concern:

I have transferred my account(s) to River Region Credit Union. Please consider this letter as an official request to close my account(s) with you.

Please forward all remaining funds on deposit to:

River Region Credit Union 2009 Schotthill Woods Drive Jefferson City, MO 65101

Please advise River Region Credit Union to deposit the funds to my account number ______.

I understand that I will need to wait until all checks and automatic withdrawals have cleared before I can close my account(s). I have already arranged to switch my automatic withdrawals and payroll deposits to my new account(s) with River Region Credit Union.

My account information is listed below:

Name on Account______Account Number ______Name on Account______Account Number ______Name on Account______Account Number ______Name on Account______Account Number ______

Your assistance in this matter is appreciated.

Sincerely,

Print Name ______Social Security Number ______

Signature ______Date ______